-40.2%
INTU vs LYV
+93.4%
-133.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -3.3% | -1.9% | -1.4% | -2.6% |
| 30D | -3.9% | -8.2% | +4.3% | -0.6% |
| 3M | +16.6% | -1.3% | +17.9% | +17.3% |
| 6M | -26.4% | +2.6% | -29.0% | -27.9% |
| YTD | -51.0% | +19.4% | -70.4% | -55.1% |
| 1Y | -50.8% | -2.2% | -48.5% | -51.1% |
| 3Y | -40.1% | +106.0% | -146.1% | -59.0% |
| All | -40.2% | +93.4% | -133.5% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LYV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling